Strategic Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Sell
2025
Q2
$834K Buy
2024
Q4
$819K Buy
2024
Q3
$590K Buy
2024
Q2
$474K Buy
2024
Q1
$441K Buy
2023
Q4
$373K Buy
2023
Q3
$370K Buy
2023
Q2
$348K Sell
2023
Q1
$314K Buy
2022
Q4
$301K Buy
2022
Q3
$270K Buy
2022
Q2
$256K Sell
2022
Q1
$299K Buy
2021
Q4
$210K Buy